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June, 2012  // Posts published in June, 2012

OpenStack Unproven, Unready to Take on CloudStack

Research Question: Is OpenStack on the verge of changing the cloud computing universe, or will it lose out to Citrix’s CloudStack? By: Reverdy Johnson Companies: AMZN, CTXS, DELL, GOOG, HPQ, IBM, INAP, MSFT, RAX, RHT, VMW Click here to download the report (.pdf)   Summary of Findings OpenStack is not on the verge of changing the crowded cloud […]

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Jun 28 2012 Food & Beverage, Retail

SWY’s Just for U Needs to Evolve Further to Alter Shopping Behavior

Research Question: Will Safeway revolutionize couponing and alter consumer behavior with its “Just for U” program? By:  Ryan Duck Companies: COST, SVU, SWY, WMT Click here to download the report (.pdf)   Summary of Findings Safeway Inc.’s (SWY) “Just for U” program will not revolutionize couponing or significantly alter consumer behavior anytime soon. Greater industry and consumer […]

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Sysco Whisper

Research Question: Will ERP rollout delays and rising food costs hurt Sysco’s margins? Company: Sysco Corp. (SYY)   Blueshift’s initial research on Sysco indicates conflicting data for the company’s margins.   Observations Sysco is in the process of a $1.4 billion enterprise resource planning (ERP)/business transformation that is not expected to provide a net income […]

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Digital Growing But Not Taking Ad Dollars, Local Media Slows in Q2

Research Question: How much of ad budgets will digital actually take from traditional media in the near term? Has the optimistic outlook for local markets continued into the second quarter? By:  Rachel Dangermond Companies: AOL, BLC, CBS, CCO, CMCSA, CMLS, DIS, FB, GCI, GM, GOOG, JRN, MSFT, MNI, NWS, NYT, SBGI, T, TWX, YHOO Click here to download […]

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Dunkin’ Donuts Whisper

Research Question: Will Dunkin’ Donuts be able to replicate its success as it expands West and maintain sales growth in existing markets? Company: Dunkin’ Brands Group (DNKN)   Blueshift’s initial research indicates uncertainty surrounding Dunkin’ Donuts westward expansion.   Observations Dunkin’ Donuts plans to more than double its number of U.S. locations from 7,000 to […]

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MDM, Cloud Solutions Will Help Informatica to Grow But May Not Be Enough (INFA)

Research Question: What are the growth drivers for Informatica? By:  Guido Gualandi and  Reverdy Johnson Companies: CRM, IBM, INFA, MSFT, MSTR, ORCL, QLIK, SAP, TDC, TIBX Click here to download the report (.pdf)   Summary of Findings Informatica Corp.’s (INFA) growth prospects are in its new products, but these may not be enough to drive the company […]

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Jun 21 2012 Real Estate

CA’s Low Home Inventory Creates Bidding Wars, Higher Prices

Research Question: What read do housing industry suppliers and real estate professionals have on the housing market for 2Q12 and 2H12? By:  Susan Jennings Kantari Companies: DHI, FNMA, HD, KBH, LEN, LOW, TOL, WSM Click here to download the report (.pdf)   Summary of Findings California housing sales are exploding. Low inventory is creating bidding wars and […]

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Jun 15 2012 Communications

Cable and Syndication Benefit in 2012–2013 Upfront Season (CBS, CMCSA, TWX)

Research Question: Will weakness in major categories, such as auto, movies and wireless, push networks to go for volume over price in the 2012–2013 upfront season? By:  Rachel Dangermond Companies: CBS, CMCSA, DIS, DISCA, GM, NLSN, NWS, SCOR, SNI, TWX, VIA Click here to download the report (.pdf)   Summary of Findings Total upfront spending has been […]

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Jun 14 2012 Healthcare, Retail

DMAA Users Will Stockpile, Find Alternatives If GNC, VSI Pulls Products (GNC, VSI)

Research Question: Would the removal of DMAA products slow GNC and VSI’s sales growth? By:  Susan Jennings Kantari Companies: AMZN, GNC, OTC:MSLP, VSI Click here to download the report (.pdf)   Summary of Findings Suppliers and industry specialists believe GNC Holdings Inc.’s (GNC) sales would fall as much as 6% if it were to remove methylhexanamine (1,3-dimethylamylamine […]

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Edwards Lifesciences Whisper (EW)

Research Question: Has adoption of Edwards Lifesciences’ Sapien heart valve stalled? Companies Covered: Edwards Lifesciences Corp. (EW), Medtronic Inc. (MDT)   Initial research by Blueshift indicates medical and financial challenges combined with competitive headwinds that may be slowing usage and adoption of the Sapien heart valve.   Observations A Blueshift primary interview with a senior […]

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